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Connect with the next generation of clients by working with both benefactors and beneficiaries.

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Strengthen client relationships by involving them in the active work of their end-of-life plans.

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What is Everplans?


Everplans is a life and legacy platform designed to help advisors deepen relationships, grow and retain AUM, and get introductions to the next generation.


Join the Everplans team, today, for a recorded 5-minute demo of the Everplans Professional platform.  

Prove your worth as an advisor by filling gaps in your clients’ planning.

Engage Clients

Expand Your Advisory Role

Extend Your Reach

Everplans Professional: a co-branded life planning tool for you and your clients.

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Hear from a real advisor and her clients about how Everplans Professional is helping them.

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